Burt Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

Burt Wealth Advisors’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-622	Closed	-$28K	–	376
2020 Q4	$28K	Buy	622 +100	+19%	+$4.91K	0.01%	223
2020 Q3	$26K	Hold	522	–	–	0.01%	223
2020 Q2	$22K	Hold	522	–	–	0.01%	226
2020 Q1	$23K	Hold	522	–	–	0.01%	216
2019 Q4	$27K	Hold	522	–	–	0.01%	215
2019 Q3	$27K	Hold	522	–	–	0.01%	212
2019 Q2	$26K	Hold	522	–	–	0.01%	217
2019 Q1	$26K	Hold	522	–	–	0.01%	220
2018 Q4	$26K	Hold	522	–	–	0.01%	216
2018 Q3	$25K	Buy	+522	New	+$26.3K	0.01%	233

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burt Wealth Advisors's AGR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q1 2021, closing a stake of 622 shares — an estimated $28K sold.

Burt Wealth Advisors first reported a position in AGR in Q3 2018 and held it in 10 quarters. The position peaked at $28K in Q4 2020. 274 funds tracked by Wall St. Rank hold AGR as of Q1 2021.

Burt Wealth Advisors reported no remaining Avangrid, Inc. position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 622 Avangrid, Inc. shares in Q1 2021, an estimated $28K.
Burt Wealth Advisors first reported a position in Avangrid, Inc. in Q3 2018 and held it in 10 quarters.
Burt Wealth Advisors's Avangrid, Inc. position peaked at $28K in Q4 2020.
274 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.